Bogart Wealth, LLC
Position in IBTK — iShares iBonds Dec 2030 Term Treasury ETF
CIK 1715740
MCLEAN, VA
All Filings in IBTK
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBTK | $70,203 | 3,560 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 IBTK | $70,648 | 3,560 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 IBTK | $70,755 | 3,560 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 IBTK | $70,630 | 3,560 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 IBTK | $69,989 | 3,560 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 IBTK | $68,327 | 3,560 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 IBTK | $42,655 | 2,128 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 IBTK | $41,017 | 2,128 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 IBTK | $41,325 | 2,128 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 IBTK | $43,640 | 2,213 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||